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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Ancora MicroCap C ANCCX Small Value Ancora
Pinnacle Value PVFIX Small Value Pinnacle
Ancora Special Opportunity I ANSIX Small Value Ancora
Ancora Special Opportunity C ANSCX Small Value Ancora
Intrepid Small Cap ICMAX Small Value Intrepid Funds
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
North Star Micro Cap I NSMVX Small Value North Star
North Star Dividend I NSDVX Small Value North Star
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
ASTON/River Road Independent Value I ARVIX Small Value Aston
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Franklin MicroCap Value R6 FMCVX Small Value Franklin Templeton Investments
Franklin MicroCap Value Adv FVRMX Small Value Franklin Templeton Investments
Perkins Small Cap Value N JDSNX Small Value Janus
Perkins Small Cap Value L JSIVX Small Value Janus
Perkins Small Cap Value I JSCOX Small Value Janus
Foundry Micro Cap Value I FMCIX Small Value Foundry
Perkins Small Cap Value D JNPSX Small Value Janus
Franklin MicroCap Value A FRMCX Small Value Franklin Templeton Investments
Perkins Small Cap Value A JDSAX Small Value Janus
Perritt Ultra MicroCap PREOX Small Value Perritt
Perkins Small Cap Value S JISCX Small Value Janus
Perkins Small Cap Value C JCSCX Small Value Janus
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Rydex Funds
Hodges Small Intrinsic Value Retail HDSVX Small Value Hodges
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Queens Road Small Cap Value QRSVX Small Value Queens Road Funds
Rydex S&P MidCap 400 Pure Value C RYMMX Small Value Rydex Funds
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
Ivy Small Cap Value R6 ISPVX Small Value Ivy Funds
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Ivy Small Cap Value A IYSAX Small Value Ivy Funds
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Tocqueville Select TSELX Small Value Tocqueville
AXA/Pacific Global Small Cap Value IB AXAPACIFICGL Small Value AXA Equitable
AllianzGI NFJ Small-Cap Value R6 ANFVX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value Allianz Funds
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
AllianzGI NFJ Small-Cap Value P ASVPX Small Value Allianz Funds
Target Small Capitalization Value Q TSVQX Small Value Target Program
Target Small Capitalization Value T TASVX Small Value Target Program
Diamond Hill Small Cap Y DHSYX Small Value Diamond Hill Funds
AllianzGI NFJ Small-Cap Value Admin PVADX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value D PNVDX Small Value Allianz Funds
Target Small Capitalization Value A TSVAX Small Value Target Program
AllianzGI NFJ Small-Cap Value A PCVAX Small Value Allianz Funds
Diamond Hill Small Cap I DHSIX Small Value Diamond Hill Funds
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Diamond Hill Small Cap A DHSCX Small Value Diamond Hill Funds
Target Small Capitalization Value R TSVRX Small Value Target Program
AllianzGI NFJ Small-Cap Value R PNVRX Small Value Allianz Funds
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Segall Bryant & Hamill Small Cap Val SBHVX Small Value Segall Bryant & Hamill
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
AllianzGI NFJ Small-Cap Value B PCVBX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value C PCVCX Small Value Allianz Funds
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Cove Street Capital Small Cap Val Instl CSCAX Small Value Cove Street Capital
Diamond Hill Small Cap C DHSMX Small Value Diamond Hill Funds
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Cove Street Capital Small Cap Val Inv CSCSX Small Value Cove Street Capital
James Small Cap JASCX Small Value James Advantage
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
AQR Small Cap Core Equity R6 QSERX Small Value AQR Funds
Wells Fargo Advantage Spec SmCp Val Adm ESPIX Small Value Wells Fargo Advantage
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Funds
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
Wells Fargo Advantage Spec SmCp Val A ESPAX Small Value Wells Fargo Advantage
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Funds
Munder Integrity Small/Mid-Cap Value Y MYISX Small Value Munder
Westcore Small-Cap Value Dividend Instl WISVX Small Value Westcore
VALIC Company I Small Cap Special Val VSSVX Small Value VALIC
LSV Small Cap Value LSVQX Small Value LSV Fund
Munder Integrity Small/Mid-Cap Value A MAISX Small Value Munder
Dunham Small Cap Value N DNSVX Small Value Dunham Funds
Snow Capital Small Cap Value C SNWCX Small Value Snow Capital Funds
Wells Fargo Advantage Spec SmCp Val C ESPCX Small Value Wells Fargo Advantage
Wells Fargo Advantage Spec SmCp Val B ESPBX Small Value Wells Fargo Advantage
Nationwide Bailard Cognitive Value InSvc NWHHX Small Value Nationwide
Westcore Small-Cap Value Dividend Retail WTSVX Small Value Westcore
Nationwide Bailard Cognitive Value M NWHFX Small Value Nationwide
Dunham Small Cap Value A DASVX Small Value Dunham Funds
Federated Clover Small Value Instl VSFIX Small Value Federated
Nationwide Bailard Cognitive Value Instl NWHGX Small Value Nationwide
Putnam Small Cap Value R6 PSCMX Small Value Putnam
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